Schedule Query Wizard Copy Records
This document applies to all license types. Content last updated 02/24/2016.
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You can copy schedule transactions records to other sequences or sessions using the Schedule Query Wizard.
Assumption: You are familiar with the basic query function to isolate the needed records. Click here to review the steps.
Copy Records
There are 2 copy functions on the Query Wizard page: The Copy button near the top of the page is used to copy a query only. The Copy Records option described below copies your schedule transactions.
- Query the records you want to copy, and verify they are correct.
- Click Copy Records from the dropdown menu and click Execute Scheduled Task.
- This step brings up the destination options to prepare the records for copy.
- This step brings up the destination options to prepare the records for copy.
- Filed tax sessions can be copied from, but their contents may not be modified. In this example, no sessions are defined as being read-only (filed).
- On the Destination Tax Session tab, first confirm by clicking the NO button to toggle it to YES.
- Now the options fields will be enabled to select to where the records will be copied.
- Company defaults to the current one. If you have no sub-companies, the dropdown will not show other choices.
- Select a Tax Session Type. The dropdown will show all jurisdictions for the current state that is queried.
- Select a Start Period and End Period range.
- The Sequence defaults to 0.
- Amendment Type is not enabled if only Sequence 0 is available for this tax session.
- If the destination session is not already created, the copy process will create it.
- Click the Copy button.
- The view will change to the Schedule Task Status tab. Wait for the Status to switch from Pending to Passed. Large amounts of records will take longer to complete.
- Click on the Results tab.
- Click the Refresh button on the far right to update the grid view.
To find a record in a session that has been copied or edited vs. one that is from the original import, add the Change Ind column to the grid display. Imported records have a change indicator value of S (system) and manipulated records are M (manual).
